NKX — Détenteurs institutionnels (13F)

84 déclarants · $115.6M total · Au 30 juin 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Institution Valeur Actions % de 13F suivies Type
MORGAN STANLEY $41 575 887 3 318 107 35,95% Actions
GUGGENHEIM CAPITAL LLC $13 984 821 1 116 107 12,09% Actions
Advisors Asset Management, Inc. $12 003 244 964 891 10,38% Actions
WELLS FARGO & COMPANY/MN $6 634 262 529 470 5,74% Actions
LPL Financial LLC $3 828 307 305 531 3,31% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3 713 015 296 330 3,21% Actions
UBS Group AG $2 916 408 232 754 2,52% Actions
DKM Wealth Management, Inc. $2 663 778 212 592 2,30% Actions
MAI Capital Management $1 661 309 132 000 1,44% Actions
RAYMOND JAMES FINANCIAL INC $1 401 310 111 837 1,21% Actions
BANK OF AMERICA CORP /DE/ $1 348 300 107 606 1,17% Actions
AMERIPRISE FINANCIAL INC $1 281 602 102 283 1,11% Actions
Integrated Wealth Concepts LLC $1 211 060 96 653 1,05% Actions
JANE STREET GROUP, LLC $936 116 74 710 0,81% Actions
Private Advisor Group, LLC $922 135 73 594 0,80% Actions
Allianz Asset Management GmbH $878 353 70 100 0,76% Actions
J.W. COLE ADVISORS, INC. $826 980 66 000 0,72% Actions
D.A. DAVIDSON & CO. $812 458 64 841 0,70% Actions
NAPA WEALTH MANAGEMENT $700 005 55 249 0,61% Actions
Rareview Capital LLC $693 120 58 889 0,60% Actions
DWR WEALTH MANAGEMENT, LLC $674 556 54 138 0,58% Actions
Bridgewealth Advisory Group, LLC $667 358 53 261 0,58% Actions
ROYAL BANK OF CANADA $623 000 49 686 0,54% Actions
XTX Topco Ltd $622 754 49 701 0,54% Actions
MATHER GROUP, LLC. $594 649 47 458 0,51% Actions
Apriem Advisors $569 314 45 436 0,49% Actions
Blue Zone Wealth Advisors, LLC $547 599 43 703 0,47% Actions
PNC Financial Services Group, Inc. $508 944 40 618 0,44% Actions
Mariner, LLC $440 279 35 138 0,38% Actions
Diligent Investors, LLC $439 506 35 076 0,38% Actions
STIFEL FINANCIAL CORP $435 148 34 728 0,38% Actions
Western Wealth Management, LLC $407 589 32 529 0,35% Actions
LAZARI CAPITAL MANAGEMENT, INC. $360 375 28 761 0,31% Actions
Van Hulzen Asset Management, LLC $355 504 28 372 0,31% Actions
Pacific Wealth Strategies Group, Inc. $350 840 28 000 0,30% Actions
CITADEL ADVISORS LLC $337 170 26 909 0,29% Actions
COMMONWEALTH EQUITY SERVICES, LLC $316 720 25 277 0,27% Actions
Castle Rock Wealth Management, LLC $303 851 24 192 0,26% Actions
EHRLICH FINANCIAL GROUP $299 442 23 898 0,26% Actions
FIFTH THIRD BANCORP $299 003 23 863 0,26% Actions
Cetera Investment Advisers $294 146 23 475 0,25% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $289 800 23 000 0,25% Actions
READYSTATE ASSET MANAGEMENT LP $287 676 22 959 0,25% Actions
Creative Planning $287 543 22 948 0,25% Actions
COMERICA BANK $276 255 22 207 0,24% Actions
Modern Wealth Management, LLC $265 448 21 185 0,23% Actions
ENVESTNET ASSET MANAGEMENT INC $260 511 20 791 0,23% Actions
Peak Retirement Planning, Inc. $259 658 20 723 0,22% Actions
Tortuga Wealth Management, Inc $258 118 20 600 0,22% Actions
Strait & Sound Wealth Management LLC $247 067 19 718 0,21% Actions
OSAIC HOLDINGS, INC. $235 268 18 776 0,20% Actions
Core Wealth Partners LLC $230 865 18 425 0,20% Actions
Focus Partners Wealth $226 280 18 059 0,20% Actions
Steward Partners Investment Advisory, LLC $225 540 18 000 0,20% Actions
FLC Capital Advisors $223 661 17 850 0,19% Actions
MKT Advisors LLC $222 425 17 709 0,19% Actions
Pure Financial Advisors, LLC $214 188 17 094 0,19% Actions
Perigon Wealth Management, LLC $212 384 16 950 0,18% Actions
MML INVESTORS SERVICES, LLC $192 781 15 386 0,17% Actions
McGowan Group Asset Management, Inc. $183 984 14 683 0,16% Actions
Snowden Capital Advisors LLC $181 325 14 462 0,16% Actions
Farther Finance Advisors, LLC $172 456 13 823 0,15% Actions
LYELL WEALTH MANAGEMENT, LP $171 836 13 714 0,15% Actions
Maia Wealth LLC $160 985 12 848 0,14% Actions
Mutual Advisors, LLC $154 670 12 344 0,13% Actions
Tamar Securities, LLC $137 830 11 000 0,12% Actions
GREAT VALLEY ADVISOR GROUP, INC. $131 565 10 500 0,11% Actions
INDEPENDENT FINANCIAL GROUP, LLC $125 300 10 000 0,11% Actions
PRIVATE TRUST CO NA $112 770 9 000 0,10% Actions
Rockefeller Capital Management L.P. $75 719 6 043 0,07% Actions
HOLLENCREST CAPITAL MANAGEMENT $72 950 5 822 0,06% Actions
PETERSON WEALTH MANAGEMENT $33 775 2 696 0,03% Actions
Golden State Wealth Management, LLC $25 862 2 064 0,02% Actions
WOLFF WIESE MAGANA LLC $18 795 1 500 0,02% Actions
LifeSteps Financial, Inc. $9 398 750 0,01% Actions
1620 INVESTMENT ADVISORS, INC. $6 716 536 0,01% Actions
HIGHLINE WEALTH PARTNERS LLC $6 566 524 0,01% Actions
Daytona Street Capital LLC $3 925 308 0,00% Actions
WHITTIER TRUST CO $2 518 200 0,00% Actions
WEDBUSH SECURITIES INC $997 79 581 0,00% Actions
Janney Montgomery Scott LLC $152 12 100 0,00% Actions
Penserra Capital Management LLC $43 3 450 0,00% Actions
CITIGROUP INC $38 3 0,00% Actions
FNY Investment Advisers, LLC $11 900 0,00% Actions